>>> US Research Calls I

Research Calls I
  • Upgrades:
    • Ares Capital (ARCC) upgraded to Overweight from Equal Weight at Wells Fargo; tgt $23
    • Embecta Corp. (EMBC) upgraded to Equal-Weight from Underweight at Morgan Stanley; tgt raised to $20
    • Globus Medical (GMED) upgraded to Overweight from Equal-Weight at Morgan Stanley; tgt raised to $100
    • Intuitive Surgical (ISRG) upgraded to Overweight from Equal-Weight at Morgan Stanley; tgt raised to $650
    • LVMH (LVMUY) upgraded to Buy from Hold at HSBC Securities
    • NovoCure (NVCR) upgraded to Outperform from In-line at Evercore ISI; tgt raised to $30
    • Paycor (PYCR) upgraded to Buy from Hold at TD Cowen; tgt raised to $22
    • Stryker (SYK) upgraded to Overweight from Equal-Weight at Morgan Stanley; tgt raised to $445
    • Tandem Diabetes Care (TNDM) upgraded to Overweight from Equal-Weight at Morgan Stanley; tgt $45
  • Downgrades:
    • AnaptysBio (ANAB) downgraded to Neutral from Buy at BTIG Research
    • Bausch + Lomb (BLCO) downgraded to Equal-Weight from Overweight at Morgan Stanley; tgt $19
    • Blackstone Secured Lending Fund (BXSL) downgraded to Equal Weight from Overweight at Wells Fargo; tgt $29
    • Glaukos (GKOS) downgraded to Underweight from Equal-Weight at Morgan Stanley; tgt $120
    • Kering SA (PPRUY) downgraded to Underweight from Neutral at JP Morgan
    • Kohl's (KSS) downgraded to Neutral from Buy at Guggenheim
    • Markel Group (MKL) downgraded to Hold from Buy at TD Cowen; tgt lowered to $1836
    • Nevro (NVRO) downgraded to Underweight from Equal-Weight at Morgan Stanley; tgt lowered to $4
  • Others:
    • Block (SQ) named new best idea for 2025 at Bernstein; tgt raised to $120
    • BrightView (BV) initiated with a Buy at BTIG Research; tgt $22
    • Dominion Energy (D) resumed with a Equal-Weight at Morgan Stanley; tgt $61
    • Elanco Animal Health (ELAN) initiated with a Market Perform at Leerink Partners; tgt $14
    • IDEXX Labs (IDXX) initiated with a Outperform at Leerink Partners; tgt $500
    • PROCEPT BioRobotics (PRCT) initiated with a Overweight at Morgan Stanley; tgt $105
    • Voyager Therapeutics (VYGR) initiated with a Buy at Citigroup; tgt $12
    • Zoetis (ZTS) initiated with a Outperform at Leerink Partners; tgt $215